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Tuesday 26 November 2024
Molicel BBUs enter AI supply chain
Taiwan-based E-One Moli Energy (Molicel) has commenced shipments of backup battery units (BBU) to a major cloud service provider (CSP), according to parent company Taiwan Cement (T...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
Korean chipmakers consider reducing LPDDR4 memory output
Korean memory vendors intend to promote LPDDR5 as the prevalent specification, which will necessitate a reduction in the output of LPDDR4 and LPDDR4X chips, according to industry...
Tuesday 26 November 2024
Robotics startups need time to cultivate industry, says Touché Solutions chairman
A booming market for robots has been driving optimism for robotics startups, yet many in the industry point to the challenges of shaking the conventional stereotype that the field...
Tuesday 26 November 2024
Tesla faces fierce competition as FSD eyes China debut
Tesla plans to launch its Full Self-Driving (FSD) technology in China by early 2025, though regulatory approval remains uncertain. Domestic automakers are intensifying efforts to...
Tuesday 26 November 2024
Single's Day TV sales revenue outshines volume amid popularity of large-screen TVs
China's government has initiated a new wave of subsidies under the "Trade-In for New" policy for televisions and consumer electronics, effectively boosting TV demand. However, compared...
Tuesday 26 November 2024
US chip restrictions on China may bolster Taiwan IC design sector
The US is reportedly poised to implement new restrictions on semiconductor exports to China, potentially affecting around 200 Chinese chip firms. The move could strengthen Taiwan's...
Tuesday 26 November 2024
Chinese firms react to TSMC chip supplies halt and escalating US tension
TSMC has halted providing advanced AI chips at 7 nanometers and below to Chinese customers, highlighting mounting challenges for China's semiconductor industry. The suspension follows...
Tuesday 26 November 2024
Trump's push for autonomous vehicle regulations reshapes US self-driving landscape
A comprehensive federal framework for autonomous vehicles is reportedly being planned by President-Elect Donald Trump's transition team to accelerate adoption and revitalize US leadership...
Tuesday 26 November 2024
STMicro postpones US$20 billion revenue target to 2030 on auto chip slowdown
STMicroelectronics (STM) has revised its growth targets amid persistent weak demand for chips used in automotive and industrial applications. During its Capital Markets Day in Paris,...
Tuesday 26 November 2024
Huawei presses ahead with AI chip plans despite yield concerns
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
Monday 25 November 2024
Bessent at treasury may give China breathing room over tariffs
President-elect Donald Trump's pick of Scott Bessent as Treasury secretary may give Beijing room to negotiate with the US over their trade tensions, in part due to his moderate stance...
Monday 25 November 2024
Apple's Cook joins CEO summit with Chinese Premier on trade
Apple CEO Tim Cook joined more than 20 corporate leaders in discussions with China's premier Monday, as global companies grapple with potential trade disruptions and economic uncer...
Monday 25 November 2024
STMicroelectronics partners with Hua Hong Semiconductor to boost local production in China's EV market
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
Monday 25 November 2024
Inside TSMC VI: Navigating the semiconductor pricing wars
"Strategy is simply resource allocation. When you strip away all the noise, that's what it comes down to." —Jack Welch.